You cannot transfer the chart of accounts directly between two entities, but you can copy it manually through importing.
Steps
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Export the chart of accounts from the old entity
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Log in to the old entity
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From “Chart of Accounts,” select “Export”
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Download the import template from the new entity
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Log in to the new entity
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From “Chart of Accounts,” click “Import”
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Download the Excel import template
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Fill in the data according to the template
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Fill in the required data in the import template
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Upload and import the file
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After filling out the form, upload it on the same page
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You will receive an email explaining whether the import was successful or not and the reasons.
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Images or Videos
Important Notes
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You cannot use the same file you exported from the old entity directly and must adhere to the import template.
- We can provide many professional paid accounting services, which you can request by clicking on Professional Services and selecting the appropriate service, then clicking “Contact the Team”
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